Manual:Accounts Receivable: Difference between revisions
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::2. Click the Addresses Tab | ::2. Click the Addresses Tab | ||
::3. Complete the information in the Send Email area | ::3. Complete the information in the Send Email area | ||
::[[File:AR_Email_Invoice_Setup.png]] | |||
:::• Email Invoice – check is invoice should be emailed | :::• Email Invoice – check is invoice should be emailed | ||
:::• Invoice Email – enter email address invoice should be sent to | :::• Invoice Email – enter email address invoice should be sent to | ||
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::2. Click the “Send Email” button at the right | ::2. Click the “Send Email” button at the right | ||
::3. A popup email form will appear with the Invoice attached as a .PDF | ::3. A popup email form will appear with the Invoice attached as a .PDF | ||
::[[File:AR_Email_Invoice.png]] | |||
::4. Enter “To” Email address | ::4. Enter “To” Email address | ||
::5. Attach additional files if desired by clicking “Attach” and navigating to the file | ::5. Attach additional files if desired by clicking “Attach” and navigating to the file | ||
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::2. Complete the box with the correct criteria and click OK | ::2. Complete the box with the correct criteria and click OK | ||
:::• This will send the corresponding invoice(s) to all the companies that fit the criteria | :::• This will send the corresponding invoice(s) to all the companies that fit the criteria | ||
::[[File:AR_Email_Invoice_utility.png]] | |||
:::• Upon clicking “OK” the emails are sent, and a report is generated showing all the invoices that were sent. If any errors occur, make the necessary corrections to the email address and use the single email method above. | :::• Upon clicking “OK” the emails are sent, and a report is generated showing all the invoices that were sent. If any errors occur, make the necessary corrections to the email address and use the single email method above. | ||
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::1. Search for Purchase Order | ::1. Search for Purchase Order | ||
::2. Click Receive PO | ::2. Click Receive PO | ||
::[[File:AR_Unassigned_Receipts.png]] | |||
::3. Click Yes | ::3. Click Yes | ||
:::* Creates an Inventory Receipt List | :::* Creates an Inventory Receipt List | ||
::[[File:AR_Inventory_Receipts_List.png]] | |||
:::* From the Inventory Receipt List an Invoice can be created by clicking the “Create Invoice” button | :::* From the Inventory Receipt List an Invoice can be created by clicking the “Create Invoice” button | ||